CIK: 0001625800
申告総資産額
$8.1億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 27.37% | -1.56% | +0.20% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 17.77% | -1.09% | — | |
| 3 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 17.65% | -0.28% | +109.65% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.96% | +0.16% | +4.77% | |
| 5 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 5.68% | +0.02% | -11.60% | |
| 6 | RZV | Invesco S&p Smallcap 600 Pur | ETF-その他 | 5.17% | — | +4.76% | |
| 7 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 2.79% | — | — | |
| 8 | FTC | First Trust Large Cap Growth | ETF-大型株・グロース | 2.78% | -0.02% | — | |
| 9 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 2.67% | — | +4.52% | |
| 10 | HMOP | Hartford Municipal Opp ETF | ETF-その他 | 2.49% | +0.06% | -2.58% | |
| 11 | DWAS | Invesco Dorsey Wright Smallc | ETF-その他 | 2.16% | — | -14.71% | |
| 12 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 1.62% | +1.62% | — | |
| 13 | NUE | Nucor CORP | 株式-素材 | 1.43% | -0.12% | — | |
| 14 | IDCC | Interdigital INC | 株式-IT | 1.02% | -0.06% | -1.54% | |
| 15 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.60% | -0.03% | +65.23% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.37% | -0.06% | -5.65% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | — | |
| 18 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.22% | +0.05% | +4.65% | |
| 19 | OLED | Universal Display CORP | 株式-IT | 0.19% | — | — | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.18% | — | -29.63% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | — | — | |
| 22 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.14% | — | — | |
| 23 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.11% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.11% | — | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.09% | -0.02% | -7.64% | |
| 26 | ARCPEUR | Vereit INC | 株式-その他 | 0.03% | — | — |